Web - Preparing our clients for the tax year end

Preparing our clients for the tax year end

Course content 

The 5th April is fast approaching and this webinar will serve as a useful refresher of what we should be advising our clients to do now to get their tax affairs in order ahead of the end of the tax year. We will consider income tax, capital gains and inheritance tax issues to ensure that you can provide your clients with an extra value service.

 

About the speaker

Michael Culver is the current chairman of SFE. He is the Managing Director at Culver Law Ltd, a boutique law firm in London specialising in Court of Protection work and Tax advice for high net worth individuals. He has a wealth of experience in dealing with elderly client matters including making wills, advance decisions, tax planning, the administration of estates, lasting powers of attorney, statutory wills and other applications to the Court of Protection, care home funding and contentious probate and challenging lifetime gifts.

As well as being a Full Accredited Member of SFE, he is a full member of the Society of Trust and Estate Practitioners (STEP) and Association of Contentious Trust and Probate Specialists (ACTAPS).

Michael is also a Chartered Tax Advisor with the Chartered Institute of Taxation and a member of the Association of Tax Technicians.

 

When
1/19/2023 1:00 PM - 2:30 PM
Where
UNITED KINGDOM
Registration not available.

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